Meta's Strategic Nuclear Leap Bolsters The Bull Case

  • Meta Platforms, Inc.'s nuclear deal locks in stable, clean power—ensuring predictable costs as AI energy needs surge. It's smart risk management with long-term margin benefits. While peers wait on future tech, Meta secures 1,121 MW of baseload energy now—gaining a rare reliability edge for scaling AI and data centers. This is more than ESG—it's operational foresight. Fixed pricing limits downside, bolsters free cash flow, and sets the tone for energy-smart Big Tech leadership.